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Pierre Tax and Wealth Management

4.8 ★★★★★ · 66 Google reviews · 1 photos
Accountant · San Diego, CA

Pierre Tax and Wealth Management at a glance

Google reviewers rate the firm 4.8 out of 5 based on 66 reviews, with the owner responding to all feedback. Clients frequently praise the team for handling complex personal and business taxes, bookkeeping, and estate filings with clear communication and timely service. Many note that the firm identifies significant tax savings and uses modern technology to streamline the process. However, a few low-star reviews criticize the firm for unprofessional communication during initial inquiries and for failing to meet expectations on specific trust return requirements.

  • Google rating: 4.8 out of 5 from 66 reviews (95% five-star).
  • Reviews on this page: 66 Google reviews (65 with written comments).
  • Owner responses: the business replied to 100% of reviews.
  • Most recent review: October 1, 2024.
  • Service: Accountant serving San Diego, California.

Data from Google, last updated October 26, 2026.

Photos

Customer reviews

4.8
★★★★★
66 reviews on Google
5★63
4★0
3★0
2★0
1★3

Reviews from Google, shown as published (original wording, unedited).

Anna LLocal Guide · 31 reviews
★★★★★

Unprofessional and lacks basic customer service skills. I am handling mother’s estate - I need to file both personal and trust returns. In addition to other items involving a rental property and beneficiaries. I was added to an email thread most likely in error - Eric stated “ I'm a little bothered by someone looking for a "quote" for a trust return. It feels like bottom of the barrel. I normally don't do trust returns myself” He forwarded my information to another accounting firm and asked them to schedule time with me. I was not made aware of this. I noticed the new firm’s email address in the email thread. If he didn’t want my business a simple email stating “I am not doing that kind of work right now” would have sufficed. Updated: Based on his passive aggressive apology I will be posting the correspondence that I had with his office. I don’t appreciate blatant lies. Further, regardless if the firm he referred me to specializes in estate taxes or not - isn’t it common practice to advise the client that you will be handing off their business?

Response from the owner · 2 years ago

I sincerely regret that you were exposed to an internal email not intended for your view. While I cannot retract what was written, I would like to talk about some points, especially in light of the negative Google review you posted about our firm. The firm mentioned is a trusted joint venture partner with whom we collaborate on high-value transactions. They are specialists in Trusts and Estates, catering to high-net-worth clients. I assure you that any referral to them was made with the utmost consideration for providing exceptional service. Regarding the discussion on pricing, I want to emphasize that our primary focus—both for my firm and our partners—is building strong client relationships. Our concern about price sensitivity stems from the complex nature of trust and estate work, which requires meticulous attention to detail and often faces intense scrutiny. Recent high-profile cases have highlighted the potential for mismanagement in this area. I acknowledge that my comment was inappropriately casual, and for that, I apologize. However, after multiple attempts by my administrative assistant to gather necessary information, with responses focused solely on cost, it became apparent that our services may not align with your current priorities. While I take full responsibility for any misunderstandings arising from this situation, I want to stress that our most successful client relationships are built on a mutual appreciation for quality and long-term partnership. As you search for the right firm, I encourage you to consider these factors alongside cost. In our line of work, while excessively high fees should be questioned, unusually low prices can also cause concern. I wish you the best in your future endeavors and hope you find a service provider that meets your needs. Respectfully, Eric Pierre, CPA

Review from Google · view on Google
Tony Morales3 reviews
★★★★★

So, I recently found myself in need of both an amended return for a previous year and the current years returns so, I called up a friend and asked if he knew a solid “tax guy.” My friends response was “I know a GREAT CPA who can take care of anything you need done, he’ll do it right the first time and won’t break the bank doing it.” His recommendation was Eric Pierre. A text lead to a phone call and a couple weeks later, my previous years returns were amended, my liability reduced to nothing and we managed to capture a hefty return for the current year. I’m not expert in tax law which is 100% why I hired one and I’m glad I did. I would wholeheartedly recommend Eric and his firm for anything financial you might need.

  • Positive: Responsiveness, Quality, Professionalism
Response from the owner · 5 years ago

Tony, thank you for your kind words and support. We are grateful for the kind words that you have blessed us with. We are thankful for you and your family trusting us to file your amended return and your current return. We look forward to having a long-lasting relationship and helping your family build a financial legacy with our diverse team.

Review from Google · view on Google
Kyrsty Conway4 reviews
★★★★★

Like most people I checked out CPAs with good reviews. Eric's candor personality won me over. He is genuinely interested in learning a little bit about you to best support your tax needs. Solid tax strategies that were new to me and definitely a bonus to my business. These are the kind of relationships you want to make sure are trustworthy so you can confidently continue business with them year after year. Look no further Eric has your best interest at heart. UPDATE: I enjoyed working with Eric so much as a client that I am proud to announce I am now part of the Pierre Accounting team. I still stand by my original review, and look forward to partnering with more like minded clients!

Response from the owner · 7 years ago

We greatly appreciate your kind words! We look forward to keeping a relationship with you long term.

Review from Google · view on Google
Eric Skaff3 reviews
★★★★★

Eric is one of the most professional, caring CPA's I've ever had the pleasure of working with. He takes the time to be up to date on all tax regs, especially in this year of constant change. He will go out of his way to make sure his clients are properly taken care of, and always receive the best tax advice possible.

  • Positive: Professionalism
Response from the owner · 5 years ago

Thank you for the excellent review Eric. The next time you are searching for a qualified certified public accountant to assist with tax preparation or a financial audit, give Pierre Accounting and Tax Preparation a chance!

Review from Google · view on Google
Stephanie Ellis1 review
★★★★★

So wonderful I couldn’t ask for better!!! Thank you thank you thank you so much!!!

Response from the owner · 6 years ago

Thank you for the excellent review Stephanie! Feedback like yours helps us continue to be the best certified public accountant firm in San Diego, CA. Call us again the next time you need help with tax preparation and we will be happy to help.

Review from Google · view on Google
william ball7 reviews
★★★★★

I work with CPA firms and Tax professionals in all 50 states. You get to meet and collaborate with competent professionals who spend their business lives delivering the best service for and to their clients. I have been nothing short of impressed to watch Eric & his staff give the most cutting edge and excellent service to me and my company time and time again. Few can outwork him and deliver the timely results like he and his firm, has for me. I consider Eric P and his associates a Godsend, for anyone wanting the best in accounting! Kindly, William Gregory Ball Austin, TX

  • Positive: Responsiveness, Quality, Professionalism, Value
Response from the owner · 6 years ago

Thank you so much for your kind words William. Reviews like yours help us be the best CPA in San Diego. Reach out again if you are in need of services such as tax preparation or a financial audit.

Review from Google · view on Google
Tara NewtonLocal Guide · 22 reviews
★★★★★

I just had a slight panic moment with taxes...not the first, or last... But Eric to the rescue a few days before the tax deadline. Wow, he took care of it! Thank you Eric. I highly recommend Eric!!

Response from the owner · 7 years ago

We are very grateful for your kind words and we look forward to helping you continue to keep more money in your pocket and less in Uncle Sam's!

Review from Google · view on Google
Jermaine & Brandi Bradford7 reviews
★★★★★

From our first meeting to every encounter over the phone or via virtual meetings, Eric and his team are have always provided professional services. They are innovative and very knowledgeable about business taxes. I’ve worked with serval CPA, but Eric has by far surpassed the prior companies we have dealt with.

  • Positive: Professionalism
Response from the owner · 6 years ago

Thank you for the review. We are proud to offer business tax preparation and CPA services in San Diego, CA

Review from Google · view on Google
Colombo Roc9 reviews
★★★★★

Eric was extremely helpful and informative. Felt very confident working with him and in his work. I would recommend anyone to work with him.

Response from the owner · 6 years ago

Thank you Colombo for your amazing review of our accounting firm here in San Diego, CA!

Review from Google · view on Google
David LuberdaLocal Guide · 8 reviews
★★★★★

I took what I thought was a nightmare of a situation over to Eric. After a few emails and forwarded letters he managed to save me from my 70k mistake that I made because I didn’t think I needed a pro. Never doing that again. Thank you times a million

Response from the owner · 6 years ago

David, were grateful for your kind words and for trusting us with your business. We look forward to having a long term relationship with you.

Review from Google · view on Google

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